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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,731 | $40,275-11.3% | $57,356-37.7% | $59,633-40.1% |
| Participation rate | 77.0% | 69.1%+7.9pp | 75.1%+2.0pp | 68.7%+8.4pp |
| Annual return | 2.36% | 27.52%-25.2pp | 24.41%-22.0pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $424 | $1,921-77.9% | $2,689-84.2% | $2,203-80.7% |
| Participant deferral / active EE | $1,423 | $2,400-40.7% | $3,162-55.0% | $3,192-55.4% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |